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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,376,394 | $174,379+689.3% | $152,093+805.0% | $138,895+891.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.37% | 74.86%-55.5pp | 66.36%-47.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $3,798 | $4,652-18.4% | $4,175-9.0% | $4,194-9.4% |
| Participant deferral / active EE | $5,875 | $6,159-4.6% | $5,451+7.8% | $6,396-8.1% |
| Admin fee / account holder | $48,513 | $16,880+187.4% | $14,497+234.6% | $12,562+286.2% |